NXP Semiconductors (NASDAQ:NXPI)

CAPS Rating: 4 out of 5

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Member Avatar tangoev (97.23) Submitted: 8/29/2014 3:12:51 PM : Outperform Start Price: $68.75 NXPI Score: -0.49

Just picked up some today after watching thus fir some time. Had a meeting over at Philips not long ago and that re kindled interest in NXP.

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Member Avatar ROEoutshinesGOLD (99.21) Submitted: 8/28/2014 3:56:45 PM : Outperform Start Price: $66.33 NXPI Score: +3.02

Will NXP's Near Field Comunication (NFC) chip finally make its way inside an iPhone? :

MacRumors.com/2014/08/28/wired-nfc-mobile-payments/

If so, NFC has its best chance yet to become mainstream in the United States.

Although, I would also like to point out that in the long-term (20+ years), and given that the above (linked) rumors are true, another company -- Visa (V) will probably turn out to be a much bigger winner in the mobile-payment space because it has a wider "moat" and the economics of the business are far better when compared to most enterprises that contribute to the manufacture of physical technology components or products.

For example:

Even though NXPI will spend a significant portion of its income in order to develop, innovate, and constantly improve its products from one version to the next -- there's still a high probability that their competitors can do it slightly better or leap them altogether. It happens all the time.

Visa, on the other hand, is a nesesarry "middleman" who enables consumers with a mindlessly convenient way to pay for expenses. IT IS the proverbial "toll-bridge" and just as important, intrinsically, such a toll-bridge requires a relatively smaller portion of its income to be spent on its maintenance and its product innovation -- especially when compared to companies involved in the manufacture of electronics.

Basically, Visa's business model is in stark contrast when compared to a physically-manufactured-technology company such as NXPI, where changes are rapid, constant, and not easily predicted. After all, a few guys tinkering away in the comfort of their garage can displace whole industries and require relatively small amount of capital to do so.

Nonetheless, NXPI could be a huge winner in the short-term of 5 years or so, but in the long-term -- there's a relatively high probability of underperformance or failure when compared to other alleged players, such as Visa, who are likewise, allegedly, involved in the burgeoning mobile-payment-processing industry.

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Member Avatar FritzBorrego (< 20) Submitted: 8/28/2014 2:26:01 PM : Outperform Start Price: $66.76 NXPI Score: +2.36

http://www.macrumors.com/2014/08/27/iphone-6-nfc-chip/

Need to say more?

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Member Avatar LarryMDR (43.75) Submitted: 8/25/2014 2:14:13 AM : Outperform Start Price: $64.98 NXPI Score: +5.50

A key player in the Internet of Things. Will grow rapidly as IoT grows, particularly strong in automotive.

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Member Avatar learnedall (64.33) Submitted: 7/24/2014 2:35:09 AM : Outperform Start Price: $67.00 NXPI Score: +1.32

one of many tech winners in a tech age

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Member Avatar 1213BlackandBlue (< 20) Submitted: 6/11/2014 10:49:24 PM : Outperform Start Price: $63.28 NXPI Score: +5.17

no cash no cards/ Waiting for id

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Member Avatar Pluto7 (45.40) Submitted: 4/18/2014 6:46:30 AM : Outperform Start Price: $59.25 NXPI Score: +7.99

the type of chips NXP produces are essential for future technical development of a broad industry

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Member Avatar wiseinvesting101 (< 20) Submitted: 4/1/2014 2:33:20 PM : Outperform Start Price: $60.93 NXPI Score: +5.65

NXPI is poised to capitalize on the "wearables" sector of technology - the next big thing! With a relatively low PE ratio of 40 with regard to NXPI's future growth, this will be a $200 stock within the next 3 years.

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Member Avatar Flygal5 (99.25) Submitted: 3/15/2014 12:29:59 PM : Outperform Start Price: $57.94 NXPI Score: +10.11

Make the chip for chip and pin credit cards, with all the security breaches we should speed up the conversion to chip and pin

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Member Avatar bcurtis9944 (38.24) Submitted: 3/13/2014 5:22:21 PM : Outperform Start Price: $57.01 NXPI Score: +11.58

NXPI semiconductors is a genius investment made easy. We are using cell phones for more transaction situations. Im sure most of you reading this travel by airplane. All those companies offer you to scan your boarding passes on your cell phone.

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Member Avatar TechRock (< 20) Submitted: 3/6/2014 4:20:03 PM : Outperform Start Price: $60.00 NXPI Score: +7.93

Besides NFC, company's EMV chip technology has the potential to boost earnings.

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Member Avatar DugdaleTiki (37.91) Submitted: 3/3/2014 9:22:25 AM : Outperform Start Price: $55.74 NXPI Score: +14.25

2014 Sabrient Pick

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Member Avatar lpina2mi (49.06) Submitted: 2/25/2014 10:11:31 PM : Outperform Start Price: $56.10 NXPI Score: +13.71

It is becoming a misnomer to name Technology as its own sector. More and more, technology is becoming part of all processes from finance to medicine to education et cetera. Instead, I aim to differentiate the processes and try to capture the different components that drive them. Over time, due to the nature of innovation, the processes change, die, and are created anew. NXPI reflects a piece of this.

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Member Avatar superDee (< 20) Submitted: 2/19/2014 11:33:36 AM : Outperform Start Price: $56.94 NXPI Score: +11.58

Incredible technology and a 25-36% growth rate over the next several years.

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Member Avatar AdanLozanoJr (50.09) Submitted: 2/16/2014 11:50:45 PM : Outperform Start Price: $56.00 NXPI Score: +13.39

Apple, Paypal, Google Wallet -- somebody is going to win big. Everywhere CCs are accepted and even away from civilization. Near Field Communication (NFC) technology by NXP could very well become the new standard, at least the most popular. We'll know when the next generation of cell phones introduces this technology. I think NXP is the most sophisticated and mature product, especially security, that's ready for the general public consumption. I'm betting that NXP is at least 50/50 in the overall market -- NFC chips are readily modifiable to adjust to whatever standard arises.

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Member Avatar aladams713 (< 20) Submitted: 2/14/2014 4:19:58 PM : Outperform Start Price: $56.00 NXPI Score: +13.39

My First RB purchase

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Member Avatar gunterle (65.28) Submitted: 2/7/2014 12:04:38 PM : Outperform Start Price: $50.02 NXPI Score: +24.71

barchart

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Member Avatar ebigmac (27.18) Submitted: 1/28/2014 9:17:34 AM : Outperform Start Price: $46.00 NXPI Score: +36.29

With the switch to credit cards with chips and "near field communication" I believe that NXP is well positioned for growth in the next few years

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Member Avatar diablo138 (23.87) Submitted: 1/17/2014 11:48:57 AM : Outperform Start Price: $47.10 NXPI Score: +36.56

Number one in field, limitless potential.

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Member Avatar reddingrunner (95.96) Submitted: 1/13/2014 4:01:57 PM : Outperform Start Price: $43.21 NXPI Score: +48.46

sbd

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